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Sugarloaf Wealth Management, LLC: JUCY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sugarloaf Wealth Management, LLC on JUCY, newest first. How the timeline and the estimate are built.

Sugarloaf Wealth Management, LLC held 1,330,056 JUCY shares at 2024-12-31 per its 13F-HR filed 2025-01-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,330,056 shares
    Change vs previous 13F -33,004 shares

    5.73% of the 13F portfolio, value $30,285,369.

    13F-HR 0001664864-25-000001 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 1,363,060 shares
    Change vs previous 13F -172,594 shares

    5.98% of the 13F portfolio, value $31,636,621.

    13F-HR 0001664864-24-000009 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 1,535,654 shares
    Change vs previous 13F -38,740 shares

    7.19% of the 13F portfolio, value $35,519,675.

    13F-HR 0001664864-24-000008 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 1,574,394 shares
    Change vs previous 13F +107,498 shares

    7.62% of the 13F portfolio, value $36,809,326.

    13F-HR 0001664864-24-000007 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 1,466,896 shares
    Change vs previous 13F -107,388 shares

    8.37% of the 13F portfolio, value $34,713,657.

    13F-HR 0001664864-24-000001 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 1,574,284 shares
    Change vs previous 13F -188,321 shares

    9.64% of the 13F portfolio, value $38,129,165.

    13F-HR 0001664864-23-000005 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 1,762,605 shares
    Change vs previous 13F +158,680 shares

    10.05% of the 13F portfolio, value $42,945,157.

    13F-HR 0001664864-23-000004 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 1,603,925 shares
    Change vs previous 13F not available

    9.82% of the 13F portfolio, value $39,969,813.

    13F-HR 0001664864-23-000003 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).